Podcast
Marisa Wu · AI Strategy
Hosted by Marisa Wu · AI Strategy · ZH
Marisa Wu is the China Insider who decodes the global AI power game. With 18 years inside China's tech ecosystem (primarily Alibaba), an EMBA from the University of Hong Kong, and a network of 2,900+ frontline AI engineers across China's top tech companies, she brings a perspective that most Western analysts simply cannot access. She analyzes the AI strategies of Google, Microsoft, OpenAI, Anthropic, Meta, Amazon, Nvidia, and Apple through the lens of capital flows and infrastructure control — cutting through the noise to reveal what's really happening beneath the surface.
ngmarisa.substack.com
ngmarisa.substack.com
34episodes
Episodes
Newest firstAll episodes
Stop Treating AI Like an Employee. It's Becoming the CEO's Second Brain.
Apr 2200:03:43Tap to summarizeOn April 15th, OpenAI updated its Agents SDK with sandboxing, configurable memory, and self-correction capabilities. Gartner forecasts 40% of enterprise apps will embed AI agents by end of 2026. AI is no longer just executing tasks — it's entering the decision layer. The question is no longer “which employees will AI replace?” It's “how deeply can AI participate in a CEO's judgment?” That's a different conversation entirely. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com
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别再把AI当员工，它正在成为CEO的“第二大脑”
Apr 2200:03:34Tap to summarize4月15日，OpenAI更新了Agents SDK，加入沙盒运行、自主记忆、自我纠偏能力。Gartner预测2026年底40%的企业应用将内嵌AI Agent。AI正在从“执行工具”变成“决策层”。问题不再是“AI能替代哪些员工”，而是“CEO的判断力，AI能参与多深”。这条线，比任何一次模型发布都更值得认真看。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com
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Apple Just Opened Siri to Google and Anthropic. OpenAI Is No Longer the Only Choice.
Apr 1600:02:55Tap to summarizeApple plans to open Siri to Google Gemini and Anthropic Claude at WWDC in June, letting users choose their AI engine. This isn't OpenAI getting kicked out — it's Apple turning Siri from a single-model interface into a multi-model platform. With 2 billion devices at stake, Apple just changed the rules of the AI access war. The question is no longer "which AI is smartest." It's "who controls the entry point." This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com
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Apple开放了：Siri以后可以同时用Gemini和Claude——OpenAI不再是唯一选择
Apr 1600:03:19Tap to summarizeApple计划在6月WWDC上宣布Siri接入Google Gemini和Anthropic Claude，用户可以自行选择AI引擎。目前ChatGPT已可通过Siri访问，但体验不流畅。这一步不是OpenAI"被踢走"，而是Apple把Siri从"单一AI入口"变成"多模型调度平台"。20亿台设备的AI入口之战，规则刚刚改变。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com
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